See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES INC. Service code 49 PO BOX 2208 · WACO, TX 76703 | Other Services | $0 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNU Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,452 | $65,061+89.7% | $143,757-14.1% | $66,914+84.5% |
| Participation rate | 62.9% | 65.2%-2.3pp | 80.3%-17.4pp | 69.8%-6.9pp |
| Annual return | -24.44% | -11.14%-13.3pp | -0.04%-24.4pp | 1.58%-26.0pp |
| Employer contribution / active EE | $2,244 | $2,361-4.9% | $4,951-54.7% | $2,544-11.8% |
| Participant deferral / active EE | $4,424 | $2,919+51.6% | $5,637-21.5% | $4,237+4.4% |
| Admin fee / account holder | $45 | $502-91.0% | $14,673-99.7% | $593-92.3% |